Portfolio Associate

New York Permanent USD130,000 - USD160,000
  • Work On A Hybrid Schedule
  • Work with a fast growing team

About Our Client

A leading global asset management firm. The firm manages investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity

Job Description

  • Provide support to the Portfolio Management team
  • Monitoring portfolio positions and products versus client guidelines in concert with Compliance team
  • Coordinating with Portfolio Management on sizing and allocation of trades and re-balancing of portfolios
  • Generating risk, performance and other reports daily
  • Daily "strategy tagging" of all trades conducted during that day.
  • Conducting performance and attribution analyses
  • Responding to ad-hoc requests from the Portfolio Management team

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

  • Strong academic background in a technical field from a leading, accredited college or university
  • Good understanding of fixed income, equities and derivatives.
  • Outstanding communication skills are required to operate in a complex financial and mathematical environment
  • Excel "power user" - SQL, VBA and programming skills are preferred
  • Strong process-oriented background and ability to demonstrate keen portfolio risk and operational awareness
  • Outstanding analytical skills with a proven ability to function efficiently and problem-solve in a fast paced and time-critical environment

What's on Offer

  • Competitive base salary
  • Good benefits
  • Great work culture
  • Hybrid work model
  • Fast growing team
Giuliana Monticciolo
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Job summary

Banking & Financial Services
Sub Sector
Business Analysis / Change / PMO
Financial Services
New York
Contract Type
Consultant name
Giuliana Monticciolo
Job Reference